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1,158 hedge funds and large institutions have $70.2B invested in Moody's in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 418 increasing their positions, 392 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 72

50% more call options, than puts

Call options by funds: $72.9M | Put options by funds: $48.6M

7% more capital invested

Capital invested by funds: $65.4B → $70.2B (+$4.84B)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

2% more funds holding

Funds holding: 1,1321,158 (+26)

7% more repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 392

0.21% more ownership

Funds ownership: 91.17%91.39% (+0.21%)

Holders
1,158
Holders Change
+26
Holders Change %
+2.3%
% of All Funds
16.72%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
0.62%
New
111
Increased
418
Reduced
392
Closed
72
Calls
$72.9M
Puts
$48.6M
Net Calls
+$24.4M
Net Calls Change
+$24.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
201
Arizona State Retirement System
Arizona
$20.1M +$147K +369 +0.8%
FG
202
Fiduciary Group
Georgia
$20M -$226K -567 -1%
CWM
203
CIBC World Markets
New York
$20M -$3.85M -9,674 -17%
SSA
204
Schonfeld Strategic Advisors
New York
$19.6M +$11.6M +29,127 +167%
UM
205
UniSuper Management
Australia
$19.3M +$1.65M +4,148 +10%
SOMRS
206
State of Michigan Retirement System
Michigan
$19.3M +$1.07M +2,700 +6%
Mariner
207
Mariner
Kansas
$19.2M +$2.19M +5,494 +14%
CF
208
Corebridge Financial
Texas
$19.1M +$18M +45,272 New
Kayne Anderson Rudnick Investment Management
209
Kayne Anderson Rudnick Investment Management
California
$18.6M -$3.58M -9,009 -17%
WPI
210
Walter Public Investments
Canada
$18.5M -$25.9K -65 -0.1%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$18.1M +$1.58M +3,978 +10%
GF
212
Gabelli Funds
New York
$18.1M +$13.1M +32,954 +329%
KAS
213
Kestra Advisory Services
Texas
$17.8M -$68K -171 -0.4%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$17.8M +$1.44M +3,622 +9%
Walleye Capital
215
Walleye Capital
New York
$17.3M +$16M +40,319 +4,738%
Mirae Asset Global ETFs Holdings
216
Mirae Asset Global ETFs Holdings
Hong Kong
$17.1M +$16.1M +40,558 New
GC
217
Gillson Capital
Illinois
$17M +$16.1M +40,500 New
CS
218
Candriam SCA
Luxembourg
$16.4M +$522K +1,311 +3%
Cerity Partners
219
Cerity Partners
New York
$16.4M -$9.02M -22,677 -37%
GIA
220
GHP Investment Advisors
Colorado
$16M -$385K -968 -2%
VIM
221
Vancity Investment Management
British Columbia, Canada
$15.8M +$9.77M +24,558 +161%
PIM
222
Progressive Investment Management
Oregon
$15.3M -$191K -480 -1%
BAMCO Inc
223
BAMCO Inc
New York
$15.2M +$1.55M +3,894 +12%
NAM
224
NorthCrest Asset Manangement
Minnesota
$15.1M -$27.1K -68 -0.2%
1832 Asset Management
225
1832 Asset Management
Ontario, Canada
$15.1M +$351K +881 +3%

MCO Hedge Fund Activity: Q2 2024 in Review

1,158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2024, worth a combined $70.2B — up 7.4% from $65.4B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new MCO positions and 72 closed out — a net gain of 39 holders — while 418 added to existing stakes and 392 trimmed.

The largest buyer was TCI Fund Management, adding an estimated $417M. The largest seller was Baillie Gifford & Co, cutting an estimated $316M.

  • 1,158 institutional investors held Moody's (MCO) as of Q2 2024, up from 1,132 in Q1 2024.
  • Funds reported $70.2B of Moody's stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 111 funds opened new Moody's positions in Q2 2024 and 72 closed out, a net change of +39 holders.
  • The largest Moody's buyer in Q2 2024 was TCI Fund Management, an estimated $417M added.
  • The largest Moody's seller in Q2 2024 was Baillie Gifford & Co, an estimated $316M sold.

Based on aggregated 13F filings for Q2 2024.